MassMutual Private Wealth & Trust’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.9K | Buy |
|
|||||
|
2025
Q2 | $21.7K | Buy |
|
|||||
|
2025
Q1 | $3K | Sell |
|
|||||
|
2024
Q4 | $7.41K | Buy |
|
|||||
|
2024
Q3 | $6.06K | Buy |
|
|||||
|
2024
Q2 | $2.66K | Buy |
|
|||||
|
2024
Q1 | $2.47K | Buy |
|
|||||
|
2023
Q4 | $2K | Sell |
|
|||||
|
2023
Q3 | $1.87K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $2.23K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $0 | Buy |
|
|||||
|
2016
Q2 | – | Hold |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $9.33K | Hold |
|
|||||
|
2015
Q3 | $7.88K | Hold |
|
|||||
|
2015
Q2 | $8.33K | Hold |
|
|||||
|
2015
Q1 | $8.69K | Hold |
|
|||||
|
2014
Q4 | $7.51K | Hold |
|
|||||
|
2014
Q3 | $7.88K | Hold |
|
|||||
|
2014
Q2 | $8.33K | Hold |
|
|||||
|
2014
Q1 | $9.17K | Hold |
|
|||||
|
2013
Q4 | $9.06K | Buy |
|